Q3 2017 seasonComplete

84 filed · 14 no filing

Filings84 of 98 filed


BrandesKenneth Little	Nov 15	$4.9B	1291 amend.	5	64
Whale RockAlex Sacerdote	Nov 15	$1.9B	321 amend.	10	6
AbramsDavid Abrams	Nov 14	$2.6B	18	4	5
Abrams BisonGavin Abrams	Nov 14	$600M	5	1	0
AkreJohn Neff	Nov 14	$6.8B	26	0	2
AltimeterBrad Gerstner	Nov 14	$2.1B	20	2	5
AppaloosaDavid Tepper	Nov 14	$6.9B	47	3	13
ArielJohn Rogers	Nov 14	$8.6B	176	4	12
AtlanticAlex Roepers	Nov 14	$804M	15	1	5
BaronRon Baron	Nov 14	$21.1B	318	13	33
BerkshireGreg Abel	Nov 14	$177.7B	47	1	1
CausewaySarah Ketterer	Nov 14	$8.9B	88	5	0
CoopermanLeon Cooperman	Nov 14	$2.6B	84	22	19
DorseyPat Dorsey	Nov 14	$231M	10	1	1
DuquesneStanley Druckenmiller	Nov 14	$2.2B	37	14	11
EngagedGlenn Welling	Nov 14	$813M	21	8	4
FairfaxPrem Watsa	Nov 14	$1.2B	48	19	0
FairholmeBruce Berkowitz	Nov 14	$907M	5	0	4
FPASteven Romick	Nov 14	$13.0B	102	9	11
FundsmithTerry Smith	Nov 14	$10.3B	17	0	2


unresolvedDowdupont Inc	14 managers	+27.61 pp	Third Point+8.75 pp
BKRBaker Hughes Company	5 managers	+12.64 pp	ValueAct+11.53 pp
unresolvedMicro Focus Intl ADR	5 managers	+4.13 pp	Sound Shore+2.03 pp
RDFNRedfin Corporation	5 managers	+2.43 pp	Tiger Global+1.32 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	14+24.48 pp	16-8.45 pp	+16.03 pp
MSFTMicrosoft Corp	11+8.09 pp	13-13.55 pp	-5.46 pp
BABAAlibaba Group Holding Limited	13+16.31 pp	6-5.06 pp	+11.25 pp
METAMeta Platforms, Inc. Class A	8+8.05 pp	9-6.06 pp	+1.99 pp
VVISA Inc.	7+6.51 pp	9-3.01 pp	+3.50 pp
WFCWells Fargo & Co.	9+3.27 pp	7-7.42 pp	-4.15 pp
MAMastercard Incorporated	5+2.22 pp	10-3.21 pp	-0.99 pp
ORCLOracle Corp	5+1.34 pp	10-4.67 pp	-3.33 pp
BIDUBaidu, Inc.	3+2.54 pp	12-10.39 pp	-7.85 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	8+7.44 pp	6-0.73 pp	+6.71 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	42 managers	4.2%	15.4%
MSFTMicrosoft Corp	35 managers	3.1%	16.2%
VVISA Inc.	31 managers	2.7%	7.5%
MAMastercard Incorporated	26 managers	2.3%	11.0%
METAMeta Platforms, Inc. Class A	26 managers	2.4%	19.6%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	25 managers	6.3%	62.2%
AAPLApple Inc.	23 managers	0.1%	11.6%
BABAAlibaba Group Holding Limited	23 managers	2.8%	10.0%
BACBank of America Corporation	23 managers	2.6%	37.8%
WFCWells Fargo & Co.	23 managers	3.1%	56.9%


unresolvedDowdupont Inc	14 managers	8.8%
BKRBaker Hughes Company	5 managers	11.5%
unresolvedMicro Focus Intl ADR	5 managers	2.0%
RDFNRedfin Corporation	5 managers	1.3%
WPPWpp PLC	4 managers	0.9%
BHFBrighthouse Financial, Inc.	3 managers	0.2%
FTRFrontier Communications Corp.	3 managers	0.1%
MTCHMatch Group, Inc	3 managers	1.0%
MULEMuleSoft, Inc.	3 managers	0.2%
POOLPool Corporation	3 managers	0.1%